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Lloyd Advisory Services’s MSCI MSCI Stock Holding History

Lloyd Advisory Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$588 Buy
+1
New +$583 ﹤0.01% 589
2026
Q1 		– Sell
-29
Closed -$16.5K – 977
2025
Q4 		$16.5K Buy
+29
New +$16.3K 0.01% 354
2022
Q2 		– Sell
-151
Closed -$76K – 377
2022
Q1 		$76K Buy
151
+19
+14% +$9.85K 0.04% 186
2021
Q4 		$81K Buy
132
+21
+19% +$13.2K 0.04% 154
2021
Q3 		$68K Buy
111
+47
+73% +$28.7K 0.04% 140
2021
Q2 		$34K Buy
64
+20
+45% +$9.53K 0.02% 196
2021
Q1 		$18K Buy
44
+37
+529% +$15.5K 0.01% 220
2020
Q4 		$3K Hold
7
– – ﹤0.01% 299
2020
Q3 		$3K Buy
+7
New +$2.54K ﹤0.01% 266

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lloyd Advisory Services's MSCI Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in MSCI (MSCI) in Q2 2026: 1 share worth $588. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in MSCI as recently as Q4 2025.

Lloyd Advisory Services first reported a position in MSCI in Q3 2020 and has held it in 9 quarters since. The position peaked at $81K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Lloyd Advisory Services held 1 share of MSCI worth $588 as of Q2 2026.
  • MSCI was a new Lloyd Advisory Services position in Q2 2026.
  • MSCI made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #589 holding.
  • Lloyd Advisory Services first reported a position in MSCI in Q3 2020 and has held it in 9 quarters since.
  • Lloyd Advisory Services's MSCI position peaked at $81K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.